Portfolio Analyst, Sponsor & Specialty Finance
$61.88k - $97.5kSantander
Portfolio Analyst, Sponsor & Specialty FinanceSantander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.The Sr. Specialist, Portfolio Management is responsible for assisting with all aspects of the portfolio management process to ensure timely and accurate implementation of investment strategies across various portfolios. The incumbent will collaborate with investment teams and all internal cross-functional teams where necessary.Communicates effectively with borrowers and serve as one of the primary points of contact for loan closing and post-closing loan management.Reviews and processes funding disbursement requests, ensuring proper documentation and compliance with loan conditions.Collects quarterly financial statements and reporting documentation and assist in determining financial condition, credit-worthiness and project compliance for all borrowers.Maintains working knowledge of loan policies and procedures.Works closely with the Finance department to ensure correct accounting for all loans.Tracks, analyzes, communicates, and makes recommendations to address loan delinquencies.Rebalances portfolios due to cash flows, guideline changes or general market movements.Manages and maintains appropriate cash levels and equitizing wherever necessary.Monitors dispersion across portfolios within similar strategies and coordinating actions needed with portfolio teams.Ensures accounts are being managed consistently with client guidelines.Partners with all internal and external teams in support of funding new accounts, transfers-in-kind, client transitions and general account set up.Tracks trading trends of Santander's products.Builds strong working relationships with Santander portfolio teams.Mitigates Companywide operational risk within daily processing environment.Maintains loan portfolio management system and related databases.To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required3+ Years Experience with portfolio management and asset management. - Required.Ability to manage a variety of projects from multiple team members simultaneously.Demonstrated ability to maintain accurate electronic files and database systems.Organized and self sufficient.Strong quantitative reasoning and writing skills.Knowledge of underwriting and experience with all underwriting procedures.Ability to effectively present information and respond to questions from groups or managers, members, and general public.Excellent member service skills.Detail oriented, common sense decision-making; above average oral, written and communications skills.Ability to define problems, collect data, establish facts, and draw valid conclusions.Ability to work with mathematical concepts, such as profitability and statistical inference.Ability to apply concepts, such as fractions, percentages, ratios and proportions, to practical situations.Capacity to complete the project on time.The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.Base Pay Range:Minimum: $61,875.00 USDMaximum: $97,500.00 USDWe embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
$101.25k
...Senior Associate, Sponsor and Specialty Finance - Technology & Infrastructure Country: Estados Unidos It Starts Here: Santander is a global leader... ...Talk to You! The Difference You Make: The Sr. Associate, Portfolio Management manages a portfolio of credit account...SuggestedHourly payFull timeContract workWork experience placementInterim roleWork at officeShift work- Harvard University is seeking a Financial Analyst I in the Office for Sponsored Programs within the Financial Administration to provide high-quality administrative and financial support for sponsored research. You will manage invoicing, reporting, and accounts receivable...SuggestedRemote jobWork at office
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Job-ID: 8977Category: Portfolio ManagementLocation: Boston, MA, United StatesWorkplace: HybridSchedule: Full timePortfolio Analyst - AssociateLocation: Boston, MA (Hybrid)Your RoleAs a... ....What you’ll needBachelor’s degree in Finance, Accounting, Business, Real Estate, or...SuggestedFull time$90k - $180k
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...Portfolio AnalystBallentine Partners is a leading independent wealth management firm headquartered... ...with people at all levels.The Portfolio Analyst acts as a critical team member and... ...and are paid out annually.We will sponsor applicants for work visas.Ballentine Partners...Temporary workWorldwideVisa sponsorshipWork visaFlexible hours$80k - $97.5k
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...position will be part of a team of Data Analysts who directly own and are accountable for... ...'s Degree or equivalent with a major in finance, computer science, engineering, data science... ...that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes...Full timeTemporary workLocal areaRemote workFlexible hours$90k - $180k
...serves as a foundational data source for our investors, clients, and infrastructure teams who support the firm. The Senior Portfolio Accounting Analyst on the Reconciliation Team is primarily responsible for research and resolution of reconciliation items between...Full timeRemote workFlexible hours1 day per week$260k - $390k
...documents Leading diligence exercises and supervising junior colleagues Running buy-side and sell-side M&A for corporates and sponsors Coordinating specialist input from tax, employment, IP and regulatory colleagues Managing signing and closing processes end...Work at officeRelocation package- ...Manulife/John Hancock in Boston seeks an experienced IRCS analyst to serve as the primary risk and portfolio construction analyst for an assigned group of portfolios. You will develop a deep understanding of investment philosophy, independently assess risks, and provide...
- ...Investment Operations Application Support Analyst for a fully remote role based in the... ...intersection of investment operations, portfolio accounting, and technology support, providing... ...a Bachelor’s degree in Accounting or Finance and have 3+ years in investment operations...Remote work
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...status. Position Title: Senior Financial Analyst Location: Boston, MA... ...Consulting Differently The BRG Corporate Finance practice specializes in providing... ...collaborates as partners with management teams and sponsors to focus on strategic options that...Full timeWork experience placementInterim roleLocal area$90k - $180k
...our clients.About the Role OverviewThe Investment Treasury Portfolio Analyst, based in Boston, will work closely with Portfolio Management... ...liquidity, funding, currency exposures, collateral, and related financing across Wellington portfolios. The role is part of the...Full timeRemote workFlexible hours1 day per week- ...A financial services company in Boston is looking for a qualified analyst to handle portfolio accounting and reconciliation. The position requires 3-5 years of experience in financial services and strong Excel skills. The role involves analyzing discrepancies between internal...Contract work
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...solutions, tailoring our advice to meet clients' needs. The Portfolio Analyst manages trading processes for the investment team and ensures... ...& Experience Completion of a bachelor's degree in business, finance, management, economics or another related field; or equivalent...Work experience placementWork at office- F.L.Putnam Investment Management Company in Needham, MA is seeking a Portfolio Analyst to support trading operations for the investment team and collaborate across departments. The role involves executing and allocating trades across custodians, and helping ensure efficient...
- 2028 Investment Banking Summer Analyst Program - Boston, Industrials Group Candidates are limited to one application per recruiting... ...and financial information Participating in the execution of financings and M&A transactions What we look for in a candidate We...Summer workInternshipWork at officeImmediate start
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$100k - $150k
...solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape...Work at officeLocal area- ...Job Description Job Description Portfolio Operations Analyst ABOUT MAYFLOWER ADVISORS Mayflower... ...and nonprofit retirement plan sponsors, and endowments and foundations. Our... ...Bachelor's degree required, preferably in Finance or a related field ~ Series 7 required...Work at office
- ...Waterstone Properties Group, Needham, MA Job Description - Portfolio Analyst The Portfolio Analyst will provide financial analysis... ...property performance and changes in leasing, capital plans, financing and exit assumptions. Develop analyses and...
$110k - $140k
...to add a Senior Investment Analyst to our Investment team. The... ...’s responsibilities—spanning portfolio management, manager research,... ...Experience ~ Bachelor’s degree in Finance, Economics, Business, or a... ...are offered to employer-sponsored retirement plans, like 401(k)...Work experience placementWork at officeLocal areaRemote workVisa sponsorship- ...developing/supporting financial applications. REQUIRED8+years Finance, Investments, Portfolio Management and/or Capital Markets Exposure.Understanding... ...in the U.S. are encouraged to apply. We are unable to sponsor at this time.Note:-This is a Fulltime job for youOnly US...Full timeH1b
$70k - $130k
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...experienced Equity Research Analyst to join our investment team with... ...recommendations for MFS portfolios. The ideal candidate will bring... ...required; advanced degree in finance, business, real estate, economics... ...separate from the company -sponsored 401(k) Education Assistance:...Full timeLocal areaRemote workFlexible hours$132.42k - $217.55k
...join our team as a Senior Lead Financial Analyst.Recognized as the Client Solutions &... ...contributes to the functional strategy for how Finance partners with the business.You will:•... ...currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an...Full timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hoursShift work- ...raising, financial restructuring, credit portfolio, and capital markets transactions.... ...is seeking to hire an Investment Banking Analyst to help support its M&A and capital raising... ...outgoing, and possess a strong background in finance and accounting.Responsibilities:Conduct...Work at office
$120k - $225k
...fosters a long-term view that aligns our perspectives with those of our clients.About the RoleWellington Solutions manages customized portfolios across multi-asset, fundamental factors and quantitative approaches. The team brings allocators together to provide clients with...Full timeRemote workFlexible hours1 day per week
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